| 40.27 Net Asset Value | -0.30% 1 Day | +0.07% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 0.95% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +0.62% | 3 years | +13.98% | |
| 3 months | +4.52% | 5 years | +21.35% | |
| 1 year | +21.70% | Since inception | +7.19% |
| DRGVX | Category | |
|---|---|---|
| Performance 5-yr return | +21.35% | +17.09% |
| Expense ratio | 0.95% | 1.16% |
| Risk 5 year sharpe ratio | 1.29 | 1.39 |
| Net assets | $1.6B | $3.2B |
| Average market cap | $52.5B | $95.0B |
| Average P/E | 17.0 | 17.7 |
| Portfolio turnover | 76% | 76% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Dreyfus |
| Fund manager & tenure | Brian Ferguson / 12 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $750.00 |
| U.S. stock | 97.72% |
| International stock | 1.84% |
| Cash | 0.44% |
| Fixed income | 0.00% |
| Other | 0.00% |
| Financial service | 25.64% |
| Energy | 16.70% |
| Industrial materials | 12.56% |
| Healthcare | 11.46% |
| Consumer goods | 11.18% |
| OXY Occidental Petroleum Corporation | 4.08% |
| XOM Exxon Mobil Corporation | 3.58% |
| PFE Pfizer Inc | 3.29% |
| JPM JPMorgan Chase & Co | 3.21% |
| BAC Bank of America Corporation | 2.87% |
| MRK Merck & Co Inc | 2.47% |
| CSCO Cisco Systems Inc | 2.42% |
| WFC Wells Fargo & Co | 2.22% |
| DIS Walt Disney Co | 2.03% |
| TXN Texas Instruments, Inc. | 2.00% |
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